
3 TikTok Tax Tips to Avoid
Sam Rodriguez CFP® & Conor Shepard are wrapping up 2024 by talking about some popular "tax strategies" circulating TikTok and why they may be more risky than beneficial depending on your situation. I...
17 Des 202433min

Volatility and Votes: How Elections Impact the Markets
With the election right around the corner, Sam Rodriguez CFP® & Conor Shepard are back to talk about what election years mean for the stock market as well as the misconceptions surrounding them. In t...
8 Okt 202426min

7 Biggest Retirement Mistakes to Avoid
Sam Rodriguez CFP® & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to a...
6 Jun 202429min

Why Are Baby Boomers Watching So Much Television?
Sam Rodriguez CFP® & Conor Shepard are back! In this episode, they talk about some interesting data which found that Baby Boomers seem to watch more television on average compared to younger generat...
21 Mai 202419min

3 Year End Tax To-Do's
Sam Rodriguez CFP® & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss: How your 401K contributions affect your taxes and what strategies you ...
14 Des 20239min

5 Reasons to Rent instead of Buy
Sam Rodriguez CFP® & Conor Shepard continue their discussion on housing and focus on the reasons (for some) why renting may be better than buying a home. They discuss: Benefits of renting vs buying a...
24 Okt 202317min

5 Reasons You Should Buy a Home
Sam Rodriguez CFP® & Conor Shepard are talking about the housing market and 5 reasons you should buy a house. They discuss: Positive benefits from home ownershipThe opportunity cost associated with b...
13 Okt 202314min

5 Reasons Home Prices Keep Increasing
Sam Rodriguez CFP® & Conor Shepard are talking home prices and what could be causing the continued rise in home pricing. They discuss: 5 possible causes for the continued riseWhat factors are involve...
6 Okt 202333min



















